Does the account fit?
Confirm ICP, business model, market and other qualification criteria.
Go deeper into the research model: fit, context, why now, buying roles, evidence and outreach context.
Research is structured around a sales decision—not around filling a spreadsheet.
Confirm ICP, business model, market and other qualification criteria.
Separate observable business changes from assumptions.
Look for relevant hiring, product, expansion, leadership or operating signals.
Map economic, functional, technical, champion and influencer roles where supported.
Keep source notes and mark unknowns instead of guessing.
Translate research into a practical outreach angle.
Make the gaps visible so the team knows what needs verification.
The exact scope changes by engagement, but the output is organized around the decisions your team needs to make.
ICP criteria, qualification context and the evidence behind the fit decision.
Relevant public business signals and contextual notes where evidence supports them.
Economic, functional, technical, champion and influencer roles where relevant.
Professional/contact routes with sourcing notes; unknown information stays unknown.
A research-backed hypothesis for why the account may deserve attention.
A practical direction for starting the conversation without pretending certainty.
Sales teams rarely need more names. They need enough context to know which accounts deserve attention, who influences the decision, and why an outreach angle makes sense now.